Apogee Therapeutics, Inc. Common Stock

10-Year Study

APGE.US · Healthcare · US · Common Stock

Executive Summary: Apogee Therapeutics, Inc. Common Stock has compounded at 68.9% annually over the last 10 years, with a maximum drawdown of 52.7% and an annualized volatility of 262.3%.

1Y CAGR
+168.2%
3Y CAGR
+68.9%
5Y CAGR
+68.9%
10Y CAGR
+68.9%

History & Riski10-year historical performance analysis including CAGR, Max Drawdown, Sharpe & Sortino ratios, annual returns, and rolling volatility — all computed from daily market data.

10-Year Growth of $10,000

Max DrawdownMax DrawdownThe largest peak-to-trough decline in the asset's value over the measurement period.Click for full definition →
52.7%
Sharpe RatioSharpe RatioRisk-adjusted return: how much excess return you earn per unit of total risk (volatility).Click for full definition →
1.38
Sortino RatioSortino RatioLike Sharpe, but only penalizes downside volatility — a more accurate risk measure for asymmetric return distributions.Click for full definition →
5.06
Ann. VolatilityAnnualized VolatilityThe annualized standard deviation of an asset's returns — a measure of how much prices fluctuate.Click for full definition →
79.1%
Best YearBest & Worst YearThe single calendar year with the highest and lowest return in the measured period.Click for full definition →
2025 · +66.6%
Worst YearBest & Worst YearThe single calendar year with the highest and lowest return in the measured period.Click for full definition →
2026 · 20.0%
% Positive Years% Positive YearsThe percentage of calendar years in the measurement period where the asset delivered a positive return.Click for full definition →
100%

Annual Returns

Rolling 12-Month Returns

Rolling 12-Month Annualised Volatility

Historical Drawdowns

Monthly Returns

Monthly Returns Heatmap

YearJanFebMarAprMayJunJulAugSepOctNovDecAnn.
2026-13.26.920.27.6————————20.0%
2025-8.7-24.018.85.1-6.618.5-11.9-4.99.242.427.24.966.6%
202419.93.990.8-24.3-9.3-13.823.85.114.8-11.4-13.20.362.1%
2023———————7.2-7.1-19.313.643.230.6%

Risk X-RayiA 19-factor macroeconomic risk decomposition showing exactly which market forces (equity beta, rates, inflation, credit, commodity, crypto) drive this asset's volatility. Powered by multivariate regression against daily factor returns.

Risk Profile Insight: This asset has an estimated annualized volatility of 262.3%. The dominant macroeconomic risk driver is SHV.US, accounting for 41.6% of variance. Idiosyncratic stock-specific factors contribute 2.9%.

10-Year Historical Price Series (Growth of $10,000)
DateSimulated Value
2023-07-0110000
2023-08-0110719.6261682243
2023-09-019953.271028037383
2023-10-018028.0373831775705
2023-11-019116.822429906544
2023-12-0113056.074766355141
2024-01-0115654.205607476637
2024-02-0116271.02803738318
2024-03-0131051.401869158883
2024-04-0123504.672897196262
2024-05-0121327.102803738322
2024-06-0118387.85046728972
2024-07-0122757.009345794395
2024-08-0123911.21495327103
2024-09-0127448.598130841125
2024-10-0124317.757009345798
2024-11-0121098.130841121496
2024-12-0121168.22429906542
2025-01-0119327.10280373832
2025-02-0114691.58878504673
2025-03-0117457.943925233645
2025-04-0118341.121495327105
2025-05-0117121.495327102806
2025-06-0120294.392523364488
2025-07-0117878.504672897197
2025-08-0116995.327102803738
2025-09-0118565.42056074766
2025-10-0126443.925233644863
2025-11-0133630.84112149533
2025-12-0135271.028037383185
2026-01-0130612.149532710286
2026-02-0132710.280373831778
2026-03-0139331.77570093458
2026-04-0142313.08411214953
Annual Return Matrix
YearAnnual Return
20240.6213314244810306
20250.6662251655629141
20260.199655537890832
Total Factor Risk
2.62321131036344
VTI.US Exposure
0.34799180558795345
VEA.US Exposure
0.06564739911351078
VWO.US Exposure
-0.005719658554512997
QQQ.US Exposure
0.03413590399075194
VTV.US Exposure
0.056163631867215555
IJR.US Exposure
0.0003018899507245126
QUAL.US Exposure
0.0013584653972876194
SHV.US Exposure
0.41572032876736714
TLT.US Exposure
-0.0029136450966128044
LQD.US Exposure
0.016662110857267966
HYG.US Exposure
-0.002650919364011592
GLD.US Exposure
-0.002164973940536099
USO.US Exposure
0.006462125895813108
VNQ.US Exposure
0.00812230133287373
BTC-USD.CC Exposure
-0.0014510030980060481
CPER.US Exposure
0.01618122524858746
VIX.INDX Exposure
-0.002462085002941864
UUP.US Exposure
0.010829059583346502
TIP.US Exposure
0.008861640338881236
Idiosyncratic Exposure
0.02892439712504047
Value Score
50
Growth Score
50
Profit Score
37.5
Health Score
23.6
Yield Score
0
Moat Score
40

Factor Risk Decomposition

Share of annualised volatility attributable to each macro factor.

Total Est. Vol
262.3%

FundamentalsiCompany financial health metrics: P/E valuation, dividend yield, Piotroski F-Score (9-point profitability signal), Altman Z-Score (bankruptcy risk proxy), and a radar chart across 6 fundamental dimensions. Note: ETFs may show N/A for some metrics.

Fundamental Dimensions

Core Valuation

P/E Ratio (TTM)P/E RatioPrice-to-Earnings ratio — the market price of a stock divided by its earnings per share, a key valuation measure.Click for full definition →N/A
Dividend YieldDividend YieldAnnual dividend paid per share divided by the current share price — expressed as a percentage income return.Click for full definition →0.00%
Market Cap$6.3B
Piotroski F-ScorePiotroski F-ScoreA 9-point scoring system evaluating a company's financial strength across profitability, leverage, and operating efficiency.Click for full definition →
9-point profitability signal
0.0/ 9
Weak
Altman Z-ScoreAltman Z-ScoreA bankruptcy prediction model that combines 5 financial ratios into a single score indicating financial distress risk.Click for full definition →
Bankruptcy risk proxy
1.18
Distress Zone
Income Simulation

Based on $10,000 initial investment.

Total Income Generated
$0
Avg Yield on Cost
0.00%

Momentum & MacroiPrice momentum indicators relative to key technical levels: distance from 50-Day SMA (intermediate trend), 200-Day SMA (long-term trend), 52-Week High (bullish proximity), and Beta (market sensitivity coefficient).

vs 50-Day SMAMoving Averages (SMA)A rolling average of an asset's price over a defined window — used to identify trends and momentum signals.Click for full definition →
+21.9%
Above/below 50-day moving average
vs 200-Day SMAMoving Averages (SMA)A rolling average of an asset's price over a defined window — used to identify trends and momentum signals.Click for full definition →
+52.8%
Above/below 200-day moving average
vs 52-Week High52-Week HighThe highest price an asset reached in the past 52 weeks — a key reference for momentum and valuation context.Click for full definition →
0.0% from high
Distance from 52-week high
BetaBetaA measure of an asset's sensitivity to broad market movements relative to a benchmark (e.g. S&P 500).Click for full definition →
1.02
Market sensitivity coefficient

Frequently Asked Questions & Methodology

Is Apogee Therapeutics, Inc. Common Stock a high-risk investment?

Apogee Therapeutics, Inc. Common Stock (APGE.US) has an annualized volatility of 262.3% and experienced a maximum drawdown of 52.7% over the last 10 years. Its primary macro risk driver is SHV.US.

What is the 10-year return of APGE.US?

Over the past 10 years, APGE.US has generated a Compound Annual Growth Rate (CAGR) of 68.9%. It has had a positive return in 100% of the years measured.

Data Methodology & Trust

The risk and return information on this page is pre-calculated mathematically using daily market data spanning a 10-year period. Fundamentals (such as P/E Ratio, Market Cap, and Dividend Yield) represent trailing averages and may not immediately reflect real-time live market fluctuations. Advanced scoring models like the Piotroski F-Score and Altman Z-Score are proxies applied to publicly available trailing-twelve-month financial statements and may not account for recent off-balance-sheet events, qualitative company shifts, or sector-specific capital structures. Macroeconomic factor exposures are estimated via multivariate regression against standard market indices. This data is provided for quantitative insight and backtesting research, and should not be misconstrued as tailored financial advice.

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